Oranj Further Streamlines Wealth Management for Advisors and their Clients, Enhances Dashboard

Oranj has launched an upgraded version of its digital advice platform for financial advisors and their clients, further simplifying wealth management for both parties while also helping advisors comply with potential new regulations. The technology updates are part of the firm’s ongoing efforts to redefine the advisor/client journey.

The enhancements to the Oranj dashboard include:

Redesigned User Interface:

Oranj has developed a completely redesigned user interface utilizing the latest technology to further enhance the client experience. The improvements include:

Redesigned client and advisor dashboards, with real-time data visualized in a single page

Seamless navigation to facilitate simple ease of use, rich data flow for a modern and convenient user

Launch points where users need them—allowing users to not only access their current information, but also easily take action with a single click

Increased collaborative features for effective advisor/client

Business Intelligence:

Oranj can now identify held-away investment accounts that investors can quickly compare and easily consolidate with their trusted

This capability gives clients peace of mind that comes from knowing they are not leaving any investment accounts

In addition to allowing investors to choose to consolidate their investment accounts, all selections of held-away investments for consolidation are tracked, recorded and tied to their current financial picture, leaving no question that advisors are acting in the best interest of the client relative to their 360-degree picture.

Clients receive real-time notifications and updates on how they are tracking to goals. Investors and advisors can view their interactions related to these notifications in real time, and click into each notification so they can go to the part of the Oranj dashboard that is most important to it. The notifications are also more specific, enabling advisors and investors to quickly identify who initiated each

Advisors can track their client actions and interactions in real-time, providing them with the business intelligence to know when their clients need their attention.

Streamlined Goal Tracking:

Oranj now provides a collaborative digital experience for clients and advisors to add and update

When adding a goal for a client, advisors can click on a new Assign Accounts button to assign accounts and

This user-friendly design can also help advisors seamlessly obtain information they need to assist clients with planning for goals that are

“Oranj redefines the advisor/client journey by providing advisors with state-of-the-art digital advice tools that optimize their business and place their clients in the driver’s seat,” said David Lyon, CEO and Founder of Oranj. “The updates to the Oranj platform empower advisors to further improve the client experience while easily tracking and archiving the decision-making process for all account actions.”

About Oranj

Oranj is a digital advice platform that merges automation with hi-tech service to strengthen relationships between investors and their financial advisors. Oranj makes it possible for enterprises and RIAs to provide all clients, regardless of account size, with a personalized, transparent wealth management experience in which the clients are in control. Investors can independently log into the Oranj portal at any time to obtain a holistic view of their wealth, while secure in the knowledge that their advisor is easily accessible whenever the need arises.

Oranj is designed to enable advisors to seamlessly monitor and manage accounts, and proactively engage with clients as their lives and goals change—while also converting more prospects into clients. The Oranj platform offers a secure document vault, an instant-messaging system, aggregated data from more than 25,000 institutions, extensive data analytics, and an archive of advisor/client communication going back to the prospect stage. Thanks to these features and capabilities, advisors using Oranj have nearly doubled their prospect-to-client conversions while cutting the hours they spend on client management in half.